Financial Operations Lead - Contract

Who We Are

HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage™ product.

OUR VALUES, OUR PASSION

At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.

• Customer-Focused. Passionate Advocates
• Courage to Act. Do the Right Thing
• One Team. One Vision
• Think Long-Term. Ever-Evolving
• Be Exceptional. Inspire Greatness
  
  

POSITION SUMMARY:

The Workday Financial Operations Lead will play a key role in supporting and enhancing the Finance team’s use of Workday by providing expertise in accounting, reconciliations, and end to end financial close processes. This individual will coach and mentor team members, helping to improve efficiency, accuracy, and best practices within the Finance function and will be responsible for implementing internal controls within Accounting Operations. The role focuses on optimizing Workday’s financial capabilities while ensuring seamless execution of month-end and quarter-end close activities.

MAJOR ELEMENTS OF THE ROLE:

• Accounting & Financial Close Support
• Lead and assist with month-end and quarter-end close activities, including reviewing and approving journal entries, account reconciliations, business assets, accruals, and prepaids.
• Ensure accurate and timely financial reporting and analyses by reviewing and validating financial data within Workday.
• Provide oversight and support for automated reconciliations, ensuring alignment with accounting policies and financial controls.
• Work closely with finance leadership to assess and refine close processes for efficiency and accuracy.
• Workday System Expertise & Process Optimization
• Leverage Workday’s capabilities to enhance financial workflows and drive automation.
• Identify process improvements and implement best practices to optimize Workday for accounting functions.
• Partner with IT and Finance teams to troubleshoot issues, refine configurations, and support system enhancements.
• Assist with ongoing Workday updates, ensuring the team is prepared for system changes and new features.
• Coaching, Mentorship & Team Development
• Act as a mentor and knowledge resource for the Finance team, helping team members strengthen their Workday expertise.
• Provide hands-on training and guidance on financial processes, reconciliations, and close activities.
• Foster a culture of continuous learning and improvement within the team, supporting professional development.
• Compliance, Controls & Audit Support
• Ensure adherence to financial policies, internal controls, and accounting standards.
• Support internal and external audits by preparing reconciliations, documentation, and financial reports.
• Assist in identifying and mitigating risks related to finance processes and system integrity.
• Update and maintain internal standard operating procedures and policies.
• Prepare and report monthly Workday Reports (KPIs and KRIs) and analyses.
• Other duties and projects as assigned from time to time
  
  

Skills And Experience Required

Attributes:

• Strong accounting background with a focus on financial close, reconciliations, and reporting.
• Excellent coaching and mentorship abilities to support team development.
• Detail-oriented and highly organized, with a commitment to accuracy.
• Strong communication and interpersonal skills, with the ability to collaborate effectively across teams.
• Problem-solver with a continuous improvement mindset.
  
  

Qualifications and Technical Expertise:

• 5+ years of relevant accounting experience, including month-end close and reconciliations.
• Professional Accounting Designation (CPA) required.
• Workday experience preferred, with a strong understanding of financial modules and workflows.
• Have a controls mindset and ability to analyze accounting information.
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, complex formulas, data analysis).
• Experience with financial process automation and optimization is an asset.
  
  

This role is ideal for an experienced accountant with Workday expertise who is passionate about mentoring others, improving processes, and ensuring a smooth financial close process.

WORKING CONDITIONS UNIQUE TO ROLE

• Hybrid working environment
  
  

WHY WORK AT HOMEEQUITY BANK?

Great Environment

HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.

We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.

A Dynamic Culture – With People at the Centre

We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto’s Top Employers 2024,Waterstone Canada's Most Admired Corporate Cultures 2022-2023, the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023.

Growth and Opportunities We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.

Celebrating Great Work and People

We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say ‘great job’ to their colleagues and leaders.

From our Appreciate! Program to the High Five Award Program and President’s Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.

Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.

The Perks

HomeEquity Bank offers a competitive total rewards package that includes:

• Extended health and dental benefits
• Employee & Family Assistance Program
• Employer-Matched Group Retirement Savings Plan
• Employee Share Investment Plan
• Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits
• Employee corporate discount for GoodLife Fitness
  
  

HomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Please note that our successful candidate is required to complete a background check.

Stay in the Know

Find out what we’re up to online, and learn more about what makes HomeEquity Bank a great place to work:

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Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you.

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